See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,827 | $159,901-68.8% | $146,958-66.1% | $145,922-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.33% | 98.13%-70.8pp | 418.34%-391.0pp | 561.29%-534.0pp |
| Employer contribution / active EE | $6,579 | $5,286+24.5% | $4,933+33.4% | $4,660+41.2% |
| Participant deferral / active EE | $16,232 | $8,428+92.6% | $8,070+101.1% | $6,688+142.7% |
| Admin fee / account holder | $666 | $15,044-95.6% | $12,998-94.9% | $13,397-95.0% |